See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,668 | $80,717-80.6% | $154,803-89.9% | $84,808-81.5% |
| Participation rate | 88.0% | 66.8%+21.2pp | 78.1%+9.9pp | 68.3%+19.7pp |
| Annual return | 21.44% | 37.96%-16.5pp | 58.88%-37.4pp | 40.90%-19.5pp |
| Employer contribution / active EE | $2,088 | $2,761-24.4% | $4,305-51.5% | $2,631-20.6% |
| Participant deferral / active EE | $3,982 | $3,303+20.6% | $5,540-28.1% | $4,212-5.4% |
| Admin fee / account holder | $3,673 | $6,746-45.6% | $14,329-74.4% | $7,344-50.0% |